Institutional Ownership Dimensional ETF Tr U S Small C (DFAS)
This table provides information about the institutional ownership of Dimensional ETF Tr U S Small C (DFAS). We have compiled data on the 700 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $7.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
11,211,136
shares
|
$749 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
7,000,301
shares
|
$467 Million
0.08% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
6,662,341
shares
|
$445 Million
23.57% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
4,913,003
shares
|
$328 Million
0.03% of portfolio
|
Q3 2024
Added 10.51%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
2,724,127
shares
|
$182 Million
1.82% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,571,156
shares
|
$172 Million
3.94% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
2,518,859
shares
|
$168 Million
2.45% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
2,475,235
shares
|
$165 Million
0.05% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
2,353,208
shares
|
$157 Million
13.61% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
1,637,968
shares
|
$109 Million
1.59% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
1,443,040
shares
|
$96.4 Million
3.84% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
1,292,464
shares
|
$86.3 Million
0.18% of portfolio
|
Q3 2024
Reduced 3.13%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
1,095,423
shares
|
$73.1 Million
2.03% of portfolio
|
Q4 2024
Added 7.15%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,064,542
shares
|
$71.1 Million
5.04% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,053,036
shares
|
$70.3 Million
10.75% of portfolio
|
Q4 2023
Reduced 7.17%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
1,019,080
shares
|
$68 Million
0.56% of portfolio
|
Q3 2024
Added 21.07%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,016,507
shares
|
$67.9 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
966,755
shares
|
$64.6 Million
0.61% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Sageworth Trust CO
|
Oct 24, 2024 Q3 2024 |
952,183
shares
|
$63.6 Million
3.71% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
893,036
shares
|
$59.6 Million
7.46% of portfolio
|
Q4 2024
Added 15.5%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
886,024
shares
|
$59.2 Million
8.18% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
799,723
shares
|
$53.4 Million
0.05% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
753,665
shares
|
$50.3 Million
0.02% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
753,433
shares
|
$50.3 Million
3.74% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
746,694
shares
|
$49.9 Million
0.02% of portfolio
|
Q3 2024
Added 18.67%
|